Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY WEALTH MANAGERS INC | 05-03-2024 | 03-31-2024 | 480 | 1,327,146,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC COM | Stock | 701 | $1,805 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MCCORMICK & CO INC COM NON VTG | Stock | 702 | $1,536 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WELLS FARGO CO NEW COM | Stock | 703 | $1,507 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HALEON PLC SPON ADS | ADR | 704 | $1,486 | 175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
